TF
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Trek Financial’s UnitedHealth UNH Stock Holding History

Trek Financial’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.99M Buy
7,189
+6,403
+815% +$2.37M 0.15% 145
2026
Q1 		$213K Buy
786
+33
+4% +$9.83K 0.01% 444
2025
Q4 		$248K Buy
753
+61
+9% +$20.7K 0.01% 392
2025
Q3 		$239K Sell
692
-1,910
-73% -$578K 0.01% 389
2025
Q2 		$812K Sell
2,602
-42
-2% -$16.1K 0.05% 223
2025
Q1 		$1.38M Buy
2,644
+1,825
+223% +$933K 0.1% 157
2024
Q4 		$414K Sell
819
-71
-8% -$40.3K 0.03% 271
2024
Q3 		$520K Sell
890
-346
-28% -$196K 0.04% 235
2024
Q2 		$629K Sell
1,236
-267
-18% -$131K 0.05% 209
2024
Q1 		$744K Buy
1,503
+650
+76% +$330K 0.06% 189
2023
Q4 		$449K Buy
853
+7
+0.8% +$3.73K 0.04% 199
2023
Q3 		$427K Sell
846
-74
-8% -$36.4K 0.04% 193
2023
Q2 		$442K Sell
920
-53
-5% -$25.9K 0.04% 180
2023
Q1 		$460K Buy
973
+422
+77% +$204K 0.04% 171
2022
Q4 		$292K Sell
551
-108
-16% -$57.2K 0.03% 191
2022
Q3 		$333K Sell
659
-86
-12% -$45.2K 0.04% 158
2022
Q2 		$383K Sell
745
-205
-22% -$103K 0.04% 153
2022
Q1 		$485K Sell
950
-194
-17% -$93.6K 0.04% 144
2021
Q4 		$575K Buy
1,144
+100
+10% +$45.3K 0.05% 111
2021
Q3 		$408K Sell
1,044
-155
-13% -$64.2K 0.04% 124
2021
Q2 		$480K Buy
1,199
+337
+39% +$134K 0.05% 114
2021
Q1 		$321K Sell
862
-1,032
-54% -$358K 0.04% 143
2020
Q4 		$664K Sell
1,894
-595
-24% -$199K 0.09% 81
2020
Q3 		$776K Buy
2,489
+543
+28% +$167K 0.12% 64
2020
Q2 		$574K Buy
+1,946
New +$558K 0.09% 72

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Trek Financial's UNH Position: Q2 2026 in Review

Trek Financial increased its UnitedHealth (UNH) stake by 815% in Q2 2026, buying an estimated $2.37M and bringing the position to 7,189 shares worth $2.99M. The position accounts for 0.15% of the portfolio, ranked #145.

Trek Financial first reported a position in UNH in Q2 2020 and has held it in 25 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Trek Financial held 7,189 shares of UnitedHealth worth $2.99M as of Q2 2026.
  • Trek Financial bought 6,403 UnitedHealth shares in Q2 2026, an estimated $2.37M.
  • UnitedHealth made up 0.15% of Trek Financial's portfolio in Q2 2026, its #145 holding.
  • Trek Financial first reported a position in UnitedHealth in Q2 2020 and has held it in 25 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Trek Financial's 13F filing for Q2 2026, filed 13 Aug 2026.